Schlepping Around in the Short End of the Yield Curve We continue to invest 85% of our portfolio assets in short dated fixed income securities. Gold and Bitumen miners are our only assets. When in doubt, stay out. Schlepp around in the short end. Many investors in the market have never seen inflation before or experienced a northward shift of the yield curve. How will consumers react to the change in monetary conditions ? We don't know the outcome and we are not placing a lot of chips on the table waiting to find out.